Stewardship and long-term value creation

In our minds, it is inconceivable to approach investment decisions without considering every way a company creates and delivers value for its stakeholders both now, and long into the future.

For us, this means not only looking beyond conventional notions of company performance, but importantly, being active participants in defining what a more sustainable investment world looks like.

Our ongoing aim to invest for long-term, sustainable value has, for many years, been materially enriched by our stewardship activities and continues to benefit our clients through three connecting qualities:

Key facts

  • Stewardship at the core of our approach
  • ESG analysis integrated into the investment process
  • Integration carried out by the analysts and portfolio managers – who know the companies best
  • Implementation overseen by David Sheasby, Head of Stewardship and ESG
  • Highest possible (A+) rating from the PRI across all three categories
  • Tier-1 ranking by the FRC for our statement of compliance with the UK Stewardship Code
  • Signatory to Principles for Responsible Investment (PRI) since 2009
  • Signatory to UK, Japanese and Korean Stewardship Codes
  • Member of International Corporate Governance Network (ICGN)
  • Supporter of the International Integrated Reporting Council (IIRC)
View full Stewardship annual report 2019